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Ashley Ohlmacher

@Jackson Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$837.75MTotal holdings161
Assets growth rate79.62%Assets growth rate (2-Q avg)18.95%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Jackson Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 161 positions.

Assets under management

The assets under management (AUM) of Jackson Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 837.75M in assets, with a quarterly growth rate of 79.62% and a 2-quarter average growth rate of 18.95%. The portfolio is managed by Ashley Ohlmacher, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BXBlackstone Inc Com
Recent Activity
Increased 72.73%
1.1%
$9.168M
59,870 shares@ $153.14 avg price
AEG0⤦Tajpmgnenindx
Recent Activity
Increased 36.86%
1.02%
$8.537M
1.177M shares@ $7.26 avg price
VUGVanguard Index Fds Growth Etf
Recent Activity
Decreased -4.86%
1.01%
$8.407M
21,898 shares@ $383.92 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 259.53%
1%
$8.343M
68,698 shares@ $121.45 avg price
SNAXXSchwab Value Advantage Money Ultra
Recent Activity
Increased 501.77%
1%
$8.321M
8.321M shares@ $1.01 avg price
IWYIshares Tr Rus Tp200 Gr Etf
Recent Activity
Increased 69.74%
0.99%
$8.261M
37,542 shares@ $220.05 avg price
LRCXLam Research Corp Com
Recent Activity
Increased 65.14%
0.98%
$8.14M
9,974 shares@ $816.13 avg price
QQQInvesco Qqq Tr Unit Ser 1
Recent Activity
Increased 67.48%
0.94%
$7.808M
15,997 shares@ $488.1 avg price
AJGGallagher Arthur J & Co Com
Recent Activity
Increased 71.43%
0.91%
$7.547M
26,823 shares@ $281.37 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 73.51%
0.87%
$7.251M
43,717 shares@ $165.87 avg price